DCW Limited — PPTs, 05-05-2026: Investor Presentation

DCW Ltd. posted strong Q4 FY26 revenue of **609.1 Cr**, up 13.2% YoY, and full FY26 revenue of **2,143.6 Cr**, a 7.2% YoY rise. Full year PAT surged 60.1% to **48.2 Cr**, with Diluted EPS at INR 1.63. Specialty Chemicals contributed 28% to revenue and a significant 80% to EBITDA for FY26. While Basic Chemicals saw margin improvement, Specialty Chemicals EBITDA faced pressure from lower CPVC realisations.

The company's strategy focuses on expanding its high-margin Specialty Chemicals portfolio, which is the key growth engine. Recent developments include the commissioning of 20KT CPVC capacity addition, taking total capacity to 50,000 MT, and energizing a solar park to cover 25% of Sahupuram's power needs. DCW achieved its highest-ever sales volumes in CPVC, SIOP, and Synthetic Rutile.

Financially, the company significantly de-leveraged, reducing gross debt by **150 Cr** and bringing net debt to a multi-year low of **71.4 Cr**. This strong financial discipline, combined with EBITDA growth and reduced finance costs, boosted overall profitability.